For high net worth individuals, the surest way to leave behind a smaller legacy is to ignore gift and estate tax planning.

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.

We continue to expect yields will grind higher through the end of the year and strong economic growth accompanied by still relatively accommodative monetary policy will provide support to equity markets.

We find that central bank policy rates and interest rates more broadly are likely to rise, but only modestly, in the next several years.

Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios.

As this strategy becomes more commonplace, so do questions about how to execute it.

If you’re overweight U.S. stocks, you’re not exactly putting all of your eggs in one basket, but you’re definitely loading one up dangerously close to the brim.

Globalization, interconnectedness and ready access to information already have impacted the ways in which donors think about the world’s greatest challenges and how to address them.

Inflation expectations can have a self-fulfilling nature; as individuals and businesses expect to pay higher prices, they expect to be paid more themselves.

With state and local fundamentals well supported by direct and indirect federal aid and a rapidly improving economy, rich valuation across the municipal bond market are likely to persist.

The somewhat earlier-than-expected direct payments alongside a continued strong pace of vaccinations point to the U.S. economy growing above the 5% we had previously anticipated in the first quarter.

Expectations about a firm’s prospects are reflected in its current stock price. Positive news might lead to additional price appreciation, but those unexpected changes are not predictable.

Underlying causes include business pressures, investor expectations, and research habits.

Understand how the new stimulus package may impact your charitable contributions in the 2021 tax year.

Although the U.S.’s commitment to battling climate change has wavered in recent years, the new administration’s infrastructure proposal, the American Jobs Plan, bears a distinct shade of green.

We believe on average, that across sectors, industries, and regions, the world will continue to grow, innovate, and change.

We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.

The Fed outlined changes to its monetary policy framework that suggests it won’t raise its benchmark federal funds rate target until at least 2023.

Dimensional Fund Advisors is among the first in its industry to have its worldwide operations certified Climate Neutral by leading climate solutions provider South Pole.

Although the female participation rate had begun to improve prior to the pandemic, the early stages of COVID-19 saw participation rates decline for women more than men.